Driven by AI data centers, demand for silicon optical wafers has risen sharply. Soitec, a major French silicon-based substrate manufacturer, is signing multi-year supply agreements with customers to lock in long-term orders through fixed price+prepayment deposit. According to the company's executives, the guaranteed revenue for photonic SOI products can reach 200 million US dollars this year. Soitec CEO Laurent Le Mont said that the company is in the process of signing capacity reservation agreements with Silicon Light customers. About 80% of these are expected to be signed within the next 1 to 2 weeks, and the remaining agreements are expected to be implemented within a month.

Driven by AI data centers, demand for silicon optical wafers has risen sharply. Soitec, a major French silicon-based substrate manufacturer, is signing multi-year supply agreements with customers to lock in long-term orders through fixed price+prepayment deposit. According to the company's executives, the guaranteed revenue for photonic SOI products can reach 200 million US dollars this year. Soitec CEO Laurent Le Mont said that the company is in the process of signing capacity reservation agreements with Silicon Light customers. About 80% of these are expected to be signed within the next 1 to 2 weeks, and the remaining agreements are expected to be implemented within a month.